Join us for an exclusive dinner seminar designed for professionals, featuring two expert-led sessions. Attorney Adam H. Koblenz, Esq., Equity Partner at GoetzPlatzer, will highlight the critical legal pitfalls businesses face, from contract oversight to employment practices, and explain why outside counsel is essential for long-term protection and profitability.

Following this, Paresh B. Shah, CFP®, Managing Principal at PareShah Partners, will present “Beyond the Basics: Ten Tax Strategies for Wealth Preservation.” This session will explore advanced planning techniques—including Captive Insurance, DSTs, and Cash Balance Plans—that can help clients minimize taxes, preserve wealth, and strengthen professional advisory relationships. Attendees will gain actionable insights to enhance client outcomes.